Portfolio Management - Analyst

Stockbridge Capital Partners, LLC; Chicago (IL); On-site; USD 80,000 - 95,000; Full time

Job summary

An established industry player is seeking a detail-oriented analyst to join their Portfolio Management team. This role offers a unique blend of qualitative and quantitative responsibilities, allowing you to engage in asset valuation, financial modeling, and investor correspondence. With strong mentorship opportunities and a supportive learning environment, this position is ideal for those looking to grow in the real estate investment management sector. You will be part of a firm that manages a diverse portfolio across various property types, providing a solid foundation for your career in finance and real estate.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401K Plan with Match

Generous Vacation Time

Professional Development Opportunities

Discretionary Annual Bonus

Qualifications

• 1+ years of experience in real estate or finance, with strong analytical and communication skills.
• BA or BS degree required, preferably in a related field.

Responsibilities

• Coordinate monthly asset valuation process and present findings to the valuation committee.
• Prepare client reports and maintain financial models in Excel.

Skills

Analytical Skills

Written Communication

Microsoft Office Suite

Real Estate Valuation

Financial Modeling

Project Management

Education

BA or BS in Real Estate, Finance, Business, Accounting, or Economics

Tools

Argus

Excel

Job description

Stockbridge Chicago Office, Chicago, Illinois, United States of America

Job Description

Chicago, IL

Opportunity and Position Overview:

The analyst will work closely with the Portfolio Management team for Stockbridge’s Core and Value-Add business on an all-industrial fund. This is both a qualitative and quantitative position; strong math and written skills are required. This role will directly report to a Portfolio Manager with weekly guidance from SVP, VP, and Associate professionals. This opportunity provides a great learning environment, strong mentorship from multiple levels of the firm, and positive growth opportunity.

Primary Duties and Key Responsibilities:

• Coordinate and review monthly asset valuation process with asset management teams and present portfolio impacts to valuation committee. Understanding of discounted cash flow analysis in Argus DCF/Enterprise and/or Excel is required.
• Prepare quarterly and annual client reports and review property budgets/business plans.
• Prepare and deliver materials for ongoing investor correspondence and performance analysis, including investor pitchbooks, due diligence questionnaires, etc.
• Develop, update, and maintain property-level and fund-level financial models in Excel.
• Perform hold/sell/refinance analyses on existing investments and prepare Investment Committee memoranda.

Skills and Competencies:

• All candidates must have a BA or BS degree from an accredited institution, with preferred degrees in real estate, finance, business, accounting, economics, or related area. Must have strong academic credentials.
• 1+ years of real estate/finance experience, preferably including one or more of the following: portfolio analysis, commercial real estate valuation, cash flow forecasting, acquisitions, dispositions, asset management.
• Proven analytical skills and strong working knowledge of Microsoft Office Suite.
• Experience with Argus and commercial real estate valuation techniques.
• Effective writing skills and ability to synthesize information, as well as verbal interpersonal/communication skills.
• Strong organizational skills with the ability to prioritize and manage multiple projects simultaneously.

The Firm:

Stockbridge is a real estate investment management firm led by seasoned senior professionals averaging 25+ years of real estate industry experience. The firm was founded in 2003 and manages real estate equity investments across the risk spectrum within a variety of investment structures on behalf of U.S. and foreign institutional investors. Stockbridge has approximately $34 billion of assets under management spanning all major real estate property types, and certain specialty property types, with an emphasis on residential and industrial space throughout the United States. The firm has offices in San Francisco, Atlanta, Chicago, Denver, Dallas, and Phoenix.

Total Rewards:

Competitive. The base pay scale for this position is $80,000+ annually. Stockbridge’s base pay scale depends on geographic location, business line, years of experience, and other qualifications of the successful candidate. A discretionary annual bonus is also included in addition to base pay. Benefits include medical, dental, vision, life and STD & LTD insurance. Stockbridge provides a 401K plan with a match as well as generous vacation, sick time, and holiday time off. Additionally, Stockbridge provides opportunities for professional development and career advancement. The base pay scale and benefits are accurate as of the date of this posting. Stockbridge reserves the right to modify this information at any time, subject to applicable law.

Stockbridge Chicago Office, Chicago, Illinois, United States of America